Get the most from your money with expert advice
Some people find it hard to see the value of financial advice and that can put them off even looking into it. So, it's great to see that you're interested in getting the most out of your money and considering advice. Not only can it make a real difference to your financial future but it can also help give you peace of mind and confidence in managing your finances going forward.
Whether you’re looking to grow your money, access your pension or protect your loved ones – we’ll create a tailor-made plan to help you meet your goals. Then it’s up to you, if you choose not to go ahead, you'll still have spoken to an expert and talked through your options at no cost - so there's really nothing to lose by booking a review. The advice recommendations we make are from a carefully selected range of products and funds. Using a focused and controlled approach allows us to develop an in-depth knowledge of the products, so we can safely and confidently recommend a solution that’s right for you. This is known as restricted advice.
Thousands of clients have already taken that first step of booking a financial review so if you're ready to take control of your finances – book an appointment here.
How we can help
Creating a retirement plan
We can recommend a manageable plan to help achieve your financial goals and give you the retirement you deserve.
Accessing your pension
We can recommend the best way for you to access your pension, take your tax-free cash and take an income in retirement.
Combining your pensions
If you've built up many pensions over the years you might be wondering whether to bring them together. We can let you if this is the right solution for you.
Saving and investing
Whether saving for your retirement, a future event or simply saving for a rainy day, we can advise on a wide range of investments to help you achieve your financial goals.
Passing on your legacy
According to the government, the average inheritance tax bill in 2020/21 was £214,000. We can help ensure your hard earned money goes to those you love rather than paying a tax bill.
Protecting your loved ones
We can help give you peace of mind, by reducing the financial burden on your family in the event of death or serious illness, with the right protection cover.
Financial advice can make a real difference and here's what our clients have to say:
"Talked me through everything and never felt rushed or pressured. Got the best advice and very happy with the way it was managed"
Keith C, September 2023
"Very helpful and friendly service would recommend to anyone"
Nigel C, September 2023
"The whole process was explained in great detail and carried out quickly and professionally to a high standard"
Marion S, September 2023
“M&G Wealth Advice” is a trading name of M&G Wealth Advice Limited which is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054. Authorised and regulated by the Financial Conduct Authority.